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Courses/Office Productivity/Accounting Software

Zoho Accounts Software

Learn how to use Zoho Books for Efficient and Comprehensive Bookkeeping

Created byLisa Newton
4.5
(6 reviews)
BeginnerUpdated Oct 22, 2023
Zoho Accounts Software

What You'll Learn

check_circleEnter the opening balances
check_circleAmend the nominal ledger
check_circleAdd new customer and supplier details
check_circlePost customer invoices and credit notes to the sales ledger
check_circlePost supplier invoices and credit notes to the purchase ledger
check_circleEnter the supplier cheques and record the customer receipts
check_circlePost Petty Cash transactions
check_circlePrepare the VAT return
check_circleReconcile the bank
check_circlePost the wages journal
check_circlePost adjustments to the accounts and produce month-end reports
check_circlePerform Essential Bookkeeping Tasks
check_circleEnhance Accounting Competence

About This Course

Zoho Books Accounts Software course is about how to use Zoho Accounts based on the most popular functions that you as a Zoho Accounting operator need to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

You’ll learn how to set up the Zoho system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.

This is a useful course if:

-You are thinking of working with the software, -You are going for jobs which have a requirement for you to be able to use this software -You want to put this skill on your CV, or -You are a bookkeeper or accountant and will be using this for clients or even -You run your own business and want to know how to use Freeplus for yourself.

Zoho is special because it is a CRM (Customer Relationship Management) software, and so has other functionality (which we don't cover), but which none-the-less may be useful in your business (if you are a small /micro business) and are looking for an office-suite type solution to handling sales inquiries, etc.,

You will be given free access to Zoho Books. The software is completely free. This course is based on the free version. As a tutor who has assessed various 'free' accounting software packages out there, in comparison to others, this was one of the easiest and it had a lot of functionality.

The course materials include the handout of the assignment task.

Successful completion of the course is equivalent to being at the level of having a level 2 certificate in computerised accounts.

The course will take about 3-4 hours to complete.

Your Instructor

Lisa Newton
Lisa Newton

Infopreneur, Author & Bookkeeping tutor

menu_book19 courses
star447 reviews

Lisa Newton BA MSc AAT has a Masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full-time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards). Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic Ordering with Vision Boards, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible. Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel. Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals. In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5
Student's Choice
6 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.